Once Sequr has enabled your Visitor Management system, you will be able to access your account and edit your Visitor Sign-In and Sign-out flows.

Name, email address, and host name are sign-in fields pre-set by Sequr, though they can be selectively required on your sign-in form. You can also create any number of customized sign-in fields, such as:

  • Company Name
  • Address
  • Purpose for Visit
  • License Plate Number
  • Birthdate
  • Anything, really! If you need it, you can capture it.

CUSTOM SIGN-IN FIELDS

With Sequr, you have 4 different types of custom fields that you can create. They are:

  1. Text - this type of field will provide visitors with a keyboard that they can use to type out information, such as a company name or address.
  2. Date - this type of field will provide visitors with a calendar that they can use to select a specific date, such as a birthday.
  3. Multi Selection - this type of field will provide visitors with multiple responses that they can select to answer a question. With multi selection, visitors can select multiple options from the list.
  4. Single Selection - this type of field will provide visitors with multiple responses that they can select from to answer a question. With single selection, visitors can only select a single options from the list. 

How to Create Custom Sign-in Fields

Follow the steps below to customize your sign-in fields.

1) Click on the ‘Sign-in flow’ tab in your Sequr admin dashboard. In order to customize your sign-in flow, make sure you are in the 'Sign-in fields' section.

2) Name, email address, and host name are sign-in fields pre-set by Sequr. Visitor’s full name is a required field, but requiring visitors to supply their email addresses and host names can be selectively turned off. If you would not like to require your visitors to provide these details, click the toggle button under the ‘Required’ column. When the button is grey, it means that the field will still appear in your sign-in flow, but visitors will no longer be required to provide this information.

3) To create a custom sign-in field, click on the ‘Add New Field’ drop down bar, and select the type of field that you would like to create.

TEXT FIELDS

If creating a text field, input the name of the field and click ‘Save.’ Once created, your visitors will be prompted to type in a response to the field when signing in at your property.

DATE FIELDS

If creating a date field, input the name of the field and click ’Save.’ Once created, your visitors will be prompted to select a date from a calendar for the field when signing in at your property.

Single & Multi Selection Fields

If creating a multi selection or single selection field, input the name of the field, then click the ‘Add option’ button to create multiple answers for visitors to choose from when signing in at your property. Once all options have been created, click ’Save.’ Once created, your visitors will be prompted to select either a single answer or, if needed, multiple answers for the field when signing in at your property.

After creating your sign-in flow and pairing your Sequr Visitor Management tablet with your system, your sign-in flow should immediately reflect what you’ve designed in your Sequr dashboard.

If altering a pre-existing sign-in flow, close out the Sequr Visitor Management app on your sign-in tablet, and relaunch the app. The app should then reflect any changes made to the sign-in flow.

Photos

With Sequr Visitor Management, you can require your visitor’s to snap a photo of themselves upon arrival and sign-in at your property. The user’s photo will be logged in your Visitor Log. If you’ve enabled Visitor Log notifications via Slack, you will also receive a notification that includes the visitor’s photo in your assigned Slack channel.

To require visitors to snap a photo of themselves while signing in at your properly, under the ‘Photo’ tab under your ‘Sign-in flow,’ toggle the button next to the ‘Capture visitor photos during sign-in for easy recognition and increased security’ option. When the toggle button is blue, this means that your visitors will be required to snap a photo when signing in.

NDA

With Sequr Visitor Management, you can require visitors to sign a Non-Disclosure Agreement (NDA) while signing in at your property. 

To enable NDA signing during the visitor sign-in process, click on the ‘NDA’ tab under your ’Sign-in flow.’ To enable this option, toggle the button next to the ‘Enable NDA signing’ option. Once enabled, the toggle button will be blue. 

If you would like to provide visitors with an option to decline signing an NDA, toggle the button next to the ‘Allow visitors to decline signing’ option. Once enabled, the toggle button will be blue, and visitors will be able to decline signing an NDA.

Depending upon your company policy, you may not need visitors to sign an NDA during every visit to your office. If your company keeps visitor NDAs on file for a period of time, you can configure your Visitor Management sign-in flow to require repeat visitors to only sign an NDA one time during a given period of time. To configure this setting, toggle the button next to the ‘Returning visitors must re-sign NDA’ option. Once enabled, the toggle button will be blue, and visitors will only be required to re-sign an NDA after the number of days you’ve chosen. 

You may also select an option to require visitors to re-sign an NDA during every visit to your property. To enable this, select the 'Re-sign for every visit' option. Once enabled, visitors will be required to re-sign an NDA during every visit to your property.

When setting up NDA signing for your Sequr Visitor Management system, you will also need to upload your company NDA. You will do so under the 'NDA Template' section under your 'Sign-in flow.' After uploading or editing your NDA, click the 'Save NDA Template' button. You may also preview your NDA prior to saving to see how it will appear on your Sequr Visitor Management tablet. To do so, click on the 'Preview' button.

Badge

With Sequr Visitor Management, you can pair your system with an adhesive badge printer and require your visitors to print and wear a name tag while at your property. To enable badge printing, toggle the button next to the ‘Enable visitor badge printing (automatic).’ option. When enabled, the toggle button will be blue.

You may also customize the specific information printed on visitor badges. To do so, click ‘Edit’ under the ‘Badge Display’ section. 

Check the boxes next to the fields that you would like to include on the visitor badges. Sequr Visitor Management badges may have four lines of visitor information. You may select which specific pieces of information you would like to include on the badge from the drop down menus. After customizing your badge display preferences, click the 'Save' button to save all changes.

Sign-out

When guests leave your property following their visit, you may or may not require them to sign out. You may customize these preferences under the ‘Sign-out’ tab in your Sequr admin dashboard. 

If you would prefer to allow visitors to sign themselves out, toggle the button next to the ‘Self sign-out’ option. When enabled, the toggle button will be blue, and visitors will be able to sign themselves out at your property via your Sequr Visitor Management tablet.

Occasionally visitors may forget to sign themselves out. To account for this, you may configure your system to automatically sign visitors out of your property at midnight following their visit. To do this, toggle the button next to the ‘Automatic sign-out’ option. When enabled, the toggle button will be blue, and visitors will automatically be signed out of your Visitor Management system at midnight following their visit.

If you have any questions about Sequr Visitor Management, or are interested in learning more about the product, please contact support@sequr.io.

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